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Portfolio (Quarterly) Guide ↗

Verum Partners LLC

· CIK 0001958984
13F Portfolio $527M AUM 176 positions Filed Apr 15, 2026 EDGAR ↗ ← All Funds
Q1 2026 Q4 2025 · All 11 New 89 Added 41 Reduced 4 Exited
Page 1 of 3  ·  41 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1 FPAG INVESTMENT MANAGERS SER TR I 698,058.0 $25.3M 4.81% -256K -26.8% $36.28 +10.4%
2 IJR ISHARES TR 183,973.0 $22.9M 4.34% -30K -13.9% $124.31 +15.2%
3 IVV ISHARES TR 23,991.0 $15.7M 2.98% -311.0 -1.3% $653.21 +14.8%
4 VB VANGUARD INDEX FDS 34,990.0 $9.2M 1.74% -713.0 -2.0% $261.92 +13.2%
5 PRFZ INVESCO EXCHANGE TRADED FD T 143,143.0 $6.6M 1.25% -2K -1.1% $45.87 +16.2%
6 ACWI ISHARES TR 46,833.0 $6.5M 1.23% -295.0 -0.6% $138.37 +14.0%
7 FNDX SCHWAB STRATEGIC TR 203,090.0 $5.7M 1.07% -17K -7.5% $27.85 +11.5%
8 DFIV DIMENSIONAL ETF TRUST 90,376.0 $4.8M 0.91% -2K -1.8% $52.78 +4.8%
9 IWF ISHARES TR 10,548.0 $4.5M 0.85% -510.0 -4.6% $426.40 -71.1%
10 VOOG VANGUARD ADMIRAL FDS INC 8,623.0 $3.5M 0.67% -539.0 -5.9% $407.68 -79.6%
11 FNDA SCHWAB STRATEGIC TR 103,188.0 $3.3M 0.64% -15K -12.3% $32.43 +14.0%
12 LLY ELI LILLY & CO Healthcare 3,616.0 $3.3M 0.63% -221.0 -5.8% $919.78 +19.4%
13 XLK SELECT SECTOR SPDR TR 18,971.0 $2.5M 0.48% -1K -6.8% $132.90 +44.1%
14 VIOO VANGUARD ADMIRAL FDS INC 21,370.0 $2.5M 0.47% -817.0 -3.7% $114.83 +15.6%
15 AMZN AMAZON COM INC Consumer Cyclical 9,199.0 $1.9M 0.36% -5K -35.9% $208.27 +17.3%
16 IXUS ISHARES TR 21,387.0 $1.9M 0.35% -478.0 -2.2% $86.64 +11.9%
17 PRF INVESCO EXCHANGE TRADED FD T 35,338.0 $1.7M 0.32% -1K -3.5% $47.53 +13.3%
18 LOW LOWES COS INC Consumer Cyclical 6,807.0 $1.6M 0.30% -193.0 -2.8% $236.28 -6.0%
19 BERKSHIRE HATHAWAY INC DEL 3,344.0 $1.6M 0.30% -31.0 -0.9% $479.22
20 BSV VANGUARD BD INDEX FDS 18,029.0 $1.4M 0.27% -4K -17.5% $78.41 -0.8%
Page 1 of 3  ·  41 positions

Period Price is the implied market price on the last day of the reporting period, calculated as reported value ÷ shares held. It is not the fund's purchase price or cost basis — the fund may have initiated or added to the position at any point during the quarter at a different price. Since Period shows the price change from that quarter-end snapshot to today's last price — it reflects stock movement after the report date, not the fund's actual return.

Sector Allocation
Financial Services 25.7%
Technology 22.8%
Consumer Defensive 11.2%
Consumer Cyclical 10.6%
Healthcare 10.3%
Industrials 8.1%
Communication Services 6.3%
Energy 2.9%
Utilities 1.4%
Basic Materials 0.5%